Over the latest trailing 12-month period, total return cagr is -25.76%. The comparable SPY value is +16.94%. Year-to-date total return is -20.29%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LBTYK
$17,357
(1.7x return)
Invested on Sep 8, 2005
Growth of $10,000 in SPY (S&P 500)
$92,138
(9.2x return)
Invested on Sep 8, 2005
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
-20.3%
1-Year Total Return
-25.9%
Current Dividend Yield
N/A
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (25.8%) | (25.8%) | N/A |
| 3 Years | (1.4%) | (1.4%) | N/A |
| 5 Years | (10.9%) | (10.9%) | N/A |
| 10 Years | (6.5%) | (6.5%) | N/A |
| 15 Years | +1.7% | +1.7% | N/A |
| 20 Years |
| +2.5% |
| +2.5% |
| N/A |
